Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,252 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,279 | $88,360+79.1% | $145,433+8.8% | $67,986+132.8% |
| Participation rate | 99.3% | 65.5%+33.9pp | 82.1%+17.2pp | 57.2%+42.1pp |
| Annual return | 18.19% | 63.15%-45.0pp | 66.58%-48.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $5,061 | $3,054+65.7% | $4,554+11.1% | $2,019+150.7% |
| Participant deferral / active EE | $16,831 | $5,932+183.7% | $7,897+113.1% | $3,358+401.2% |
| Admin fee / account holder | $42 | $3,313-98.7% | $13,129-99.7% | $3,203-98.7% |